growler, as you probably have read, breakaway research is super conservative, does not take several aspects of TNG into account at all and everyone believes that TNG will ultimately (not too distant) be worth between $4 and $5 a share. For instance, value of Tivan, The electrolyte manufacturing and commercial value of that, the royalty based on Tivan in other verticals etc. have not been taken into account.
now to AVL, we have a purer resource, and a great one. We have the retail (not so retail in terms of very small battery) in VSUN, we have already established relationships for electrolyte and battery distribution in great partners. ofcourse, we are behind in the mine development, which is why I said it will take some time. without using a calculator, and only using back of an envelope gut feel, if TNG ever gets to $4-$5, why wont AVL have the growth to $1?
again, happy to be challenged, and corrected, if I am wrong.
that is what a healthy forum is for, DYOR.
Ann: Investor Presentation-AVL.AX, page-11
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